and to ensure that economically and according to needs, that dealers are empowered to manage and grow their
National Diploma in Marketing or Sales Experience needed
? Minimum of 5 years’ experience in retail/marketing
and to ensure that economically and according to needs, that dealers are empowered to manage and grow their Sales
Experience needed
to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile, Replacement and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and client
must be identified. Training programmes may be needed for the resellers aswell as for the salesteam.The customers to find the best products/services for their needs; Stay up to date on all products and services offered;
to appointments. COMPLIANCE Drafting Financial Needs Analysis, Record of Advice, Risk Profile, Replacement and that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and client
development teams to identify market trends, customer needs, and competitive opportunities.
networking and referrals.
Follow up on quotes and extend or increase rates as needed. • Administration: o Open customer files and send
Follow up on quotes and extend or increase rates as needed. • Administration: o Open customer files and send
technical expertise may be required to fit the clients needs.
Key responsibilities